Create a B2B Company
Creates a B2B company record with location, payment terms and a main contact, then assigns the right catalog.
B2B Not yet verified
Wholesale Quote Email
/quote Drafts a wholesale quote email with a priced product table from your catalog, terms and next steps.
Add opens your Shopify admin with the skill prefilled; review it there and click Add. If nothing appears, use Copy and follow the steps below.
Personalize before you add
Values come from your store profile when set. Leave a field blank to keep the placeholder and fill it in Sidekick.
The skill
Suggested shortcut:/quote Draft a wholesale quote for [BUYER] covering [PRODUCTS]. ## Steps 1. Look up each product: retail price, wholesale price if a B2B catalog exists (otherwise ask for the trade discount), available stock, and case or minimum quantity if set. 2. Build a table: product, SKU, unit trade price, minimum quantity, line total at the minimum. 3. Write the email: two-sentence opening referencing what they asked for, the table, payment terms and lead time taken from store settings or my answer, validity of 14 days, and one clear next step. 4. Show the draft. Do not send it. ## Output The email with the table, then a note of anything I need to confirm (terms, lead time, stock). Do not quote products that are out of stock without flagging it. Do not invent discounts.
How to add it to Sidekick
- Click Add to Sidekick above. Your Shopify admin opens with the skill ready to review. Click Add. Done.
- If the button does nothing in your store: click Copy skill, open Sidekick in your admin, type
/, choose Create new skill, name the shortcutquote, paste the text as the instructions, and save. - To run it, type
/quotein Sidekick. Sidekick keeps up to 25 skills; manage yours from the skills menu.
What you get
A quote you can paste into an email in minutes, with prices pulled from your store rather than retyped.
When to use it
Every inbound wholesale enquiry.
Variations
- “Also create a draft order for these quantities” so they can pay by link.
Limits
Sidekick does not send email. If you have no B2B catalog, provide the trade discount in the conversation.
Related skills
Wholesale Catalog Setup
Creates a B2B catalog with a percentage-off price list and quantity rules for a set of products, after showing the plan.
B2B Not yet verified
B2B Orders Review
Summarizes wholesale orders for a period by company: revenue, order count, unpaid invoices and overdue terms.
B2B Not yet verified